After you have entered all the product information, sales order details, production orders, purchase orders and inventory data, you can start reporting and analysing.
Zedonk comes with over 100 pre-defined reports that you can customise to your needs. You can export reports in CSV and Excel formats or schedule reports to arrive regularly in your email mailbox (daily, weekly, or monthly).
The basics of the Reports module
Before you start working with reports and analysing them, we recommend you review the terminology we use in the Reports module - Reports - Abbreviations and Definitions. Remember that your sales orders, products, raw materials, purchase orders, production orders and inventory are seasonal. Most of our reports are displayed in the season you are working in (displayed in the top-right corner of Zedonk). Still, you can easily include multiple seasons - Reports - Include Multiple Seasons.
Tip: To prevent time-outs that may occur when a large data set is requested we recommend you not to include more than 3 seasons at a time.
In the next section, we list some of our most useful and popular pre-defined reports. If you find any of them overwhelming, simply hide unnecessary columns (Reports - Hide and Move Columns) and/or apply filters (Reports - Filter, Group and Sort) to see exactly what you need.
If you want to save your customised report, click the Customise button first, then remove the columns and apply filters (Custom Report - Create New).
Whether you use a pre-defined report or a customised report, you can display it in Zedonk for quick reference, export it in CSV and Excel formats or schedule it to arrive in your mailbox.
Now, let's review some of our most popular pre-defined (system) reports.
To extract a detailed report of your products:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Full Product'
For the bestsellers of the season you are working in (highlighted in the orange box in the top-right corner of Zedonk):
- 'Reports' > 'System Reports' > 'Products' > 'Bestseller' > 'by Style Fabric Colour Image'
To see the bill of materials (raw materials) of your Products, raw material consumption and requirements to fulfil sales orders:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Full Product Raw Material'
Export the product details with WSP and RRP:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Product Wh/RRP Prices'
To generate a Line Sheet with your products with WSP:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Line Sheet'
To view all sales orders:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order'
To view all sales orders including the product details:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order Product'
To view all sales orders including the product and size details:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order Product Size (Barcode Image)'
For a summary of your gross profit per product based on your sales order (SO) quantities:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Gross Profit'
View a summary of your product's costs:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Make Costs'
To view all sales orders:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order'
To view all sales orders including the product details:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order Product'
To view all sales orders including the product and size details:
- 'Reports' > 'System Reports' > 'Sales' > 'Orders' > 'Full Order Product Size (Barcode Image)'
To export all invoice/credit note details:
- 'Reports' > 'System Reports' > 'Sales' > 'Order Tracker' > 'Full IN/CN Product'
To review the value of your product inventory:
-
'Reports' > 'System Reports' > 'Products' > 'Inventory' > 'Product Inventory Value'
To review the value of your raw material inventory:
- 'Reports' > 'System Reports' > 'Materials' > 'Inventory' > 'Full Raw Material Inventory'
- 'Reports' > 'System Reports' > 'Materials' > 'Inventory' > 'Full Manufacturer Raw Materials'
To view a summary of your open sales orders and view the outstanding quantities:
- 'Reports' > 'System Reports' > 'Sales' > 'Shipping' > 'Open Sales Orders'
To view your sales order's delivery status:
- 'Reports' > 'System Reports' > 'Sales' > 'Shipping' > 'Order Delivery Status'
For a summary of the raw materials on your purchase orders, and the quantities and values of the ordered amount:
- 'Reports' > 'System Reports' > 'Materials' > 'Purchase Order' > 'Full PO Material'
To see the bill of materials (raw materials) of your Products, raw material consumption and requirements to fulfil sales orders:
- 'Reports' > 'System Reports' > 'Products' > 'Product' > 'Full Product Raw Material'
To extract a summary of your production order costs:
- 'Reports' > 'System Reports' > 'Production' > 'Book Out/Book In' > 'Production Order Costs Product'
To review your material requirements for production based on your production orders (book out quantities):
-
'Reports' > 'System Reports' > 'Production' > 'Book Out/Book In' > 'Manufacturing Materials'
For a detailed product inventory summary:
- 'Reports' > 'System Reports' > 'Products' > 'Inventory' > 'Full Product Inventory'
For a detailed raw material inventory:
- 'Reports' > 'System Reports' > 'Materials' > 'Inventory' > 'Full Raw Material Inventory'
- 'Reports' > 'System Reports' > 'Materials' > 'Inventory' > 'Full Manufacturer Raw Materials'
Still can't find the report you are looking for? Use the search feature (Reports - Search for reports containing a specific field) or contact our Client Success Team.